Benchmark Financial Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Benchmark Financial Wealth Advisors, LLC

$311 Million
Q4 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 77,743 shares of SPY stock, worth $47.5 Million. This represents 14.65% of its overall portfolio holdings.

Number of Shares

77,743

Previous 71,088 9.36%

Holding current value

$47.5 Million

Previous $40.8 Million 11.69%

% of portfolio

14.65%

Previous 13.62%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$567.81 - $607.81 $3.78 Million - $4.04 Million	6,655 Added 9.36%	77,743 $45.6 Million
Q3 2024 Oct 30, 2024	BUY	$517.38 - $573.86 $3.65 Million - $4.05 Million	7,057 Added 11.02%	71,088 $40.8 Million
Q2 2024 Jul 23, 2024	BUY	$495.16 - $548.49 $1.82 Million - $2.02 Million	3,680 Added 6.1%	64,031 $34.8 Million
Q1 2024 Apr 22, 2024	BUY	$467.28 - $523.17 $1.17 Million - $1.31 Million	2,503 Added 4.33%	60,351 $31.6 Million
Q4 2023 Jan 23, 2024	BUY	$410.68 - $476.69 $2.11 Million - $2.45 Million	5,132 Added 9.74%	57,848 $27.5 Million
Q3 2023 Oct 13, 2023	BUY	$425.88 - $457.79 $1.57 Million - $1.68 Million	3,676 Added 7.5%	52,716 $22.5 Million
Q2 2023 Jul 25, 2023	BUY	$404.36 - $443.28 $5.32 Million - $5.83 Million	13,147 Added 36.63%	49,040 $21.7 Million
Q1 2023 Apr 28, 2023	BUY	$379.5 - $416.78 $3.25 Million - $3.57 Million	8,576 Added 31.39%	35,893 $14.7 Million
Q4 2022 Jan 23, 2023	BUY	$357.63 - $407.42 $3.12 Million - $3.55 Million	8,718 Added 46.87%	27,317 $0
Q3 2022 Nov 01, 2022	BUY	$357.18 - $429.7 $2.8 Million - $3.37 Million	7,848 Added 73.0%	18,599 $6.64 Million
Q2 2022 Jul 22, 2022	SELL	$365.86 - $456.8 $701,353 - $875,685	-1,917 Reduced 15.13%	10,751 $4.06 Million
Q1 2022 Apr 22, 2022	BUY	$416.25 - $477.71 $2.43 Million - $2.79 Million	5,848 Added 85.75%	12,668 $5.72 Million
Q4 2021 Jan 26, 2022	BUY	$428.64 - $477.48 $545,658 - $607,832	1,273 Added 22.95%	6,820 $3.24 Million
Q3 2021 Oct 26, 2021	BUY	$424.97 - $453.19 $603,882 - $643,982	1,421 Added 34.44%	5,547 $2.38 Million
Q2 2021 Jul 26, 2021	BUY	$400.61 - $428.06 $636,969 - $680,615	1,590 Added 62.7%	4,126 $1.77 Million
Q1 2021 Apr 26, 2021	SELL	$368.79 - $397.26 $167,799 - $180,753	-455 Reduced 15.21%	2,536 $1.01 Million
Q4 2020 Jan 20, 2021	BUY	$326.54 - $373.88 $137,146 - $157,029	420 Added 16.34%	2,991 $1.12 Million
Q3 2020 Oct 15, 2020	BUY	$310.52 - $357.7 $49,372 - $56,874	159 Added 6.59%	2,571 $861,000
Q2 2020 Jul 21, 2020	BUY	$246.15 - $323.2 $51,445 - $67,548	209 Added 9.49%	2,412 $744,000
Q1 2020 May 08, 2020	BUY	$222.95 - $338.34 $2,006 - $3,045	9 Added 0.41%	2,203 $568,000
Q4 2019 Jan 31, 2020	BUY	$288.06 - $322.94 $2,016 - $2,260	7 Added 0.32%	2,194 $706,000
Q3 2019 Nov 01, 2019	BUY	$283.82 - $302.01 $30,084 - $32,013	106 Added 5.09%	2,187 $649,000
Q2 2019 Jul 25, 2019	BUY	$274.57 - $295.86 $1,647 - $1,775	6 Added 0.29%	2,081 $610,000
Q1 2019 Apr 24, 2019	BUY	$244.21 - $284.73 $1,953 - $2,277	8 Added 0.39%	2,075 $586,000
Q4 2018 Jan 30, 2019	BUY	$234.34 - $291.73 $484,380 - $603,005	2,067 New	2,067 $517,000

Others Institutions Holding SPY

# of Institutions

4,979

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Account

Benchmark Financial Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History